Original filing (PDF)20250421042837NAL0001774995001

MERCER WEALTH MANAGEMENT, LLC

Name: MERCER WEALTH MANAGEMENT, LLC — MERCER WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: MERCER WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

MERCER WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$482K

Net assets (EOY)

$482K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERCER WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

MERCER WEALTH MANAGEMENT, LLC

EIN

27-1491881all filings

Address

3500 QUAKERBRIDGE RD. · STE. 106 · HAMILTON, NJ · 08619

Phone

(609) 528-7100

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SIRE FAMILY MANAGEMENT CORP

SIRE FAMILY MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST

$482K · 3 participants

TOUCHSTONE CAPITAL, INC.

TOUCHSTONE CAPITAL, INC. CASH BALANCE PLAN

$482K · 8 participants

ANSA CAPITAL MANAGEMENT, LLC

ANSA CAPITAL MANAGEMENT 401(K) PLAN

$482K · 8 participants

DEAN J. RIPLEY DBA RIPLEY, GARLOCK & ASSOCIATES FINANCIAL PLANNING GRO

RIPLEY, GARLOCK & ASSOCIATES FINANCIAL PLANNING GROUP 401(K) PLAN

$482K · 13 participants

WILLIAM B. GREEN FINANCIAL SERVICES, INC.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.